%load_ext autoreload
%autoreload 2

Golden Butterfly Portfolio

• 20.00 % | IJS iShares S&P Small-Cap 600 Value Equity | U.S., Small Cap, Value
• 20.00 % | VTI Vanguard Total Stock Market Equity | U.S., Large Cap
• 20.00 % | TLT iShares 20+ Year Treasury Bond Bond | U.S., Long-Term
• 20.00 % | SHY iShares 1-3 Year Treasury Bond Bond | U.S., Short Term
• 20.00 % | GLD SPDR Gold Trust Commodity | Gold

from collections import OrderedDict
from src.domain import *
from src.display.portfolio import display_portfolio
from src.data.shares import SHARES_DATA

shares = FundsDistribution(funds=OrderedDict({
    "VTI": 0.2,
    "GLD": 0.2,
    "BND": 0.2,
    "SHY": 0.2,
    "Russell 2000": 0.2,
}))

display_portfolio(SharesDistribution(shares=shares), extra_stocks=OrderedDict({"VTI": SHARES_DATA["VTI"], "BND": SHARES_DATA["BND"]}))

	Portfolio
VTI	20.0%
GLD	20.0%
BND	20.0%
SHY	20.0%
Russell 2000	20.0%

	Mean ret.	Std	|	Portfolio	VTI	BND
Portfolio	7.55%	7.51%	|	-	85.5%	23.98%
VTI	10.98%	15.55%	|	85.5%	-	16.64%
BND	6.72%	5.3%	|	23.98%	16.64%	-

Ray Dalio All Weather Portfolio

• 30.00 % | VTI Vanguard Total Stock Market Equity | U.S., Large Cap
• 40.00 % | TLT iShares 20+ Year Treasury Bond Bond | U.S., Long-Term
• 15.00 % | IEI iShares 3-7 Year Treasury Bond Bond | U.S., Intermediate-Term
• 7.50 % | GLD SPDR Gold Trust Commodity | Gold
• 7.50 % | GSG iShares S&P GSCI Commodity Indexed Trust | Commodity, Broad Diversified

from collections import OrderedDict
from src.display.portfolio import display_portfolio
from src.data.shares import SHARES_DATA

shares = FundsDistribution(funds=OrderedDict({
    "VTI": 0.3,
    "BND": 0.4,
    "SHY": 0.15,
    "GLD": 0.075,
    "DBC": 0.075,
}))

display_portfolio(SharesDistribution(shares=shares), extra_stocks=OrderedDict({"VTI": SHARES_DATA["VTI"], "BND": SHARES_DATA["BND"]}))

	Portfolio
VTI	30.0%
BND	40.0%
SHY	15.0%
GLD	7.5%
DBC	7.5%

	Mean ret.	Std	|	Portfolio	VTI	BND
Portfolio	6.84%	6.35%	|	-	86.96%	39.19%
VTI	10.98%	15.55%	|	86.96%	-	16.64%
BND	6.72%	5.3%	|	39.19%	16.64%	-